Over 25 years of experience serving as a trusted advisor to high net worth individuals, families, privately held businesses, and non-profit organizations providing common sense solutions to help clients implement and achieve their business succession, charitable, family giving, retirement and wealth management goals. Extensive experience consulting and collaborating as a resource with other professional advisors on all aspects of business, estate, tax and financial planning. My goal in every relationship is to communicate complex and technical planning concepts in easy to understand terms that will motivate clients to move forward with implementing a strategic wealth plan that reflects their goals and values while preserving wealth and family harmony.